See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,857 | $60,124+21.2% | $90,404-19.4% | $79,858-8.8% |
| Participation rate | 69.0% | 65.0%+4.0pp | 72.7%-3.7pp | 69.6%-0.7pp |
| Annual return | 13.56% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,591 | $2,068-23.1% | $3,262-51.2% | $2,471-35.6% |
| Participant deferral / active EE | $2,432 | $2,938-17.2% | $3,963-38.6% | $3,740-35.0% |
| Admin fee / account holder | $15 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |